From lead to buyer, with no dead time.
Lotivio is the CRM Meotis builds for property developers. It gathers every lead, finds out through an AI-led WhatsApp conversation what each buyer wants, ranks the matching units and follows each prospect to the notary.
At work with several Swiss property developers
Data kept separate for each company
Prospects qualified through the official WhatsApp Business API
SMG, Homegate, immobilier.ch, Properstar and your website
Every morning, the short list of what matters.
The broker opens Lotivio and sees eleven actions, not two hundred leads. The rest is already done: brochures sent, conversations held, follow-ups scheduled. Only what needs a human comes up.
One queueEvery lead, whatever the portal or the campaignWhatsAppProspects are qualified where they replyBy scoreEvery prospect ranked against your developmentsSix steps, from portal to notary.
Property development runs as a chain: capture, contact, qualify, match, manage, publish. Lotivio automates each link and hands control back to your brokers when it matters.
Capture
SMG, Homegate, immobilier.ch, Properstar, Meta Lead Ads, your website: every lead lands in a single queue, whatever the channel. Invalid leads are set aside in their own queue, where you can see them and run them again.
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Contact
For Meta and website leads, Lotivio creates the contact, sends the project brochure and opens the WhatsApp conversation with an approved message, within minutes. Portal leads join the same queue, ready to contact in one click.
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Qualify
An AI-led conversation picks out the criteria that matter: property type, rooms, area, budget, timeline, home or investment. Automatic follow-up after 24 hours; at any point, one word is enough to reach an advisor or stop everything.
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Match
Every prospect is compared with your developments, current and upcoming, and each match gets a score: budget, area, number of rooms, availability. The units that truly fit rise to the top, with the sales pitch already written, and the ranking is redone whenever the contact or your catalogue changes.
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Manage
The pipeline from first contact to signature at the notary, scheduled follow-ups, alerts on units that have gone quiet, tasks and notifications: every morning your brokers know what to do, and for whom.
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Publish
A listing entered once goes out to SMG, Homegate, immobilier.ch, Properstar and the developer’s website, with a check of the fields before each release. Reserved and sold statuses stay in sync on the portals and the website.
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From first contact to signature at the notary.
Each prospect moves from one column to the next, qualified, reserved, notary, sold, and the portfolio value is recalculated with every move. Each card shows the budget, the development the prospect is interested in and the region: you know where your sales stand without opening a spreadsheet.
The developer’s whole day, on one screen.
Today
The broker’s daily dashboard: key figures, the day’s agenda, the latest incoming leads.
Leads & contacts
The arrival queue for every source and the full contact file: criteria, conversations, consents, matches.
Catalogue
Developments, buildings and units: prices, statuses, floor plans, media and documents in one place.
Matching
Matches between contacts and properties, scored, with the pitch ready to send.
Publishing
Which property goes out on which channel, with field checks before sending.
Pipeline & follow-ups
Sales stages, scheduled follow-ups and automatically generated tasks.
Marketing
Tracked links, Meta Ads spending and campaign results.
Reports
Five ready-made reports, from the overall picture to team performance, over any period you choose.
The AI works, you stay in control.
Consent and opt-out
AI qualification relies on the consent collected at the source of the request, and opting out is respected at any point in the conversation.
Logged decisions
Every AI decision is recorded in a dedicated log and can be explained afterwards.
Hosted in Europe
Your data and your prospects stay separate from those of other companies, and are never used to train a model.
Rights, built in
Access, correction, erasure, portability: data protection rights are handled by dedicated tools, not by a mailbox.
Lotivio connects to the channels the trade already uses:
More about Lotivio, the CRM for property developers
Lotivio is the Meotis CRM for property developers. It captures leads from portals such as SMG, Homegate and immobilier.ch, as well as Meta campaigns, and brings them together in one pipeline.
Each prospect is qualified through an AI-led WhatsApp conversation, then assessed against your developments. Your brokers take over at the right moment and follow the file to signing at the notary.
Lotivio is hosted in Europe, with data kept separate for each organisation, and no model is trained on your data.
Let’s talk about your company.
- 30 minutes, by video or in Neuchâtel
- With the founding team
- No strings attached
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